Added to YB: 2025-08-11
Pitch date: 2025-08-08
NBIS [neutral]
Nebius Group N.V.
+16.08%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
Company Info
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.
Market Cap
$22.1B
Pitch Price
$69.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.79
P/E
178.07
EV/Sales
60.16
Sector
Software
Category
growth
Nebius Group (NBIS): Q2 2025 Earnings Review
NBIS (earnings update): Q2 beat w/ 105.1M rev (+625% YoY), ARR $430M (+72.7% QoQ), 71% margins (vs 47%). Raised guidance: ARR $900M-$1.1B, 220MW capacity by YE. Core biz already EBITDA+. Peak utilization, sold out of H100/H200. Added Shopify, Cloudflare as clients. $4B raised, ClickHouse stake = future capital. 1GW+ capacity by 2026.
Read full article (12 min)